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Editor: DavidMorgan
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Editor: DavidMorgan
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Deletions are marked like this. Additions are marked like this.
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== Manual updates in CRM transfer == #acl ITGroup:read,write All:read

Link to [[https://onedrive.live.com/personal/64a0bfd25c4d11b6/_layouts/15/Doc.aspx?sourcedoc=%7Bfc097741-159a-4976-be65-4c5a1c2ee69a%7D&action=default&redeem=aHR0cHM6Ly8xZHJ2Lm1zL3gvYy82NGEwYmZkMjVjNGQxMWI2L0VVRjNDZnlhRlhaSnZtVk1XaHd1NXBvQmxxZ3VHVld4dEgyaWI2MDZyaHoxeUE&slrid=62e6a8a1-4080-5000-460e-65cec7f9c6f2&originalPath=aHR0cHM6Ly8xZHJ2Lm1zL3gvYy82NGEwYmZkMjVjNGQxMWI2L0VVRjNDZnlhRlhaSnZtVk1XaHd1NXBvQmxxZ3VHVld4dEgyaWI2MDZyaHoxeUE_cnRpbWU9X2tON2ZscXQzVWc&CID=ca0237b1-990b-4c4e-9c65-475fe539e072&_SRM=0:G:43|Groups changes]] > [[IgorCRM]] > NewDatabase2025

== Manual updates following transfer of Persons to CRM ==
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Update Pastoral contact, Support group, Visitor, Info delivery, Family role from spreadsheet from DLM.
Update Classification in Unassigned cases.		  * Update Classification in [[attachment:Unclassified.csv|Unclassified cases.]] - Jan Clear & dlm to update [[https://docs.google.com/spreadsheets/d/1l7ayliwneb5zk5xHtRXreRfwZo_cj2Z4oFnZcOtF-TA/edit?usp=sharing|spreadsheet.]]
 * 74 People missing Classification data. Reduce to 0
 * 38 People missing Role data. Reduce to 0
 * David to export data to CSV. Is there a way to also export the Drop Down fields, and Birthdate using Igor, then use Excel vLookup (or some other tools) to merge them back into the main CSV, then upload them all at once?
 * David to review and remove duplicates using Excel. Insert new Column after First Name, and use CONCAT feature to create new column with LastName+FirstName (eg. WojakMartin). Then use ConditionalFormatting, Highlight Cell Rules, Duplicate Values. This will show all the Duplicate Users, and you can then clean that up.
 * David to import CSV into DEV crm server first (do Reset System first), and make sure all relevant fields import correctly. Make sure Classification is set to "non member". Try to get the Birth Year to import correctly. Otherwise copy the year to Estimated Birth Year.
 * David to import CSV into Production crm server. Make sure Classification is set to "non member"
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=== Groups ===
Add members from Martin csv		 === Groups ===
 * Person properties. DLM copied WwCC, Police check, First aid.
 * Group properties. DLM working on it.
  * Basic properties done. Wiki page, Contact person, email list, WWCC needed.
  * Known bug with updating Group specific Properties - https://github.com/ChurchCRM/CRM/issues/7337

=== IGOR ===
 * David to test Igor scripts, exports, etc. using ChurchCRM
 * Simple command works.
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Update Planned giving from DLM spreadsheet
=== Photos ===
 * Michele Stringer photo was removed - recommend asking for a new one

=== Notes ===
 * Do not export.
 * Extracted using SequelPro into a [[attachment:NotesLinked.xlsx|spreadsheet]]
 * Useful ones copy-pasted to CRM WBG

=== Property Types ===
 * Unable to add new Property Types (Admin, Property Types), you can go to add a new Type, click on Save, but nothing is saved. Have logged an issue with Developer - https://github.com/ChurchCRM/CRM/issues/7336

=== Volunteers ===
 * AnnetteWojak
 * JohnSnare
 * WarrenGreenwood

=== COMPLETED ===
 * Update Drop down menu items, i.e. Pastoral contact, Support group, Visitor, Info delivery, Family role from [[attachment:DropDownPersonFields.csv|spreadsheet from DLM.]] - Done WG
 * Person properties, especially WWCC. See WorkingWithChildrenCheckGroup - Done DLM
 * [[attachment:PhotoApproved.txt|Photo approved]] got missed above. - Done MW
 * Need to find and remove (or merge) duplicate People - Done MW
 * Need to find and remove (or merge) duplicate Families - Done MW
 * [[BirthYearsForImput|Birth year]] got lost - Done AW
 * Add members from Martin's csv - Done MW
 * Update Planned giving from [[attachment:PlannedGiving.csv|spreadsheet of planned giving.]] - Done
 * Martin to upload all photos from Wiki - Done AW
 * Martin to update "Photo on wiki approved field in People" - Done AW

Link to Groups changes > IgorCRM > NewDatabase2025

Manual updates following transfer of Persons to CRM

Persons

  • Update Classification in Unclassified cases. - Jan Clear & dlm to update spreadsheet.

  • 74 People missing Classification data. Reduce to 0
  • 38 People missing Role data. Reduce to 0
  • David to export data to CSV. Is there a way to also export the Drop Down fields, and Birthdate using Igor, then use Excel vLookup (or some other tools) to merge them back into the main CSV, then upload them all at once?

  • David to review and remove duplicates using Excel. Insert new Column after First Name, and use CONCAT feature to create new column with LastName+FirstName (eg. WojakMartin). Then use ConditionalFormatting, Highlight Cell Rules, Duplicate Values. This will show all the Duplicate Users, and you can then clean that up.

  • David to import CSV into DEV crm server first (do Reset System first), and make sure all relevant fields import correctly. Make sure Classification is set to "non member". Try to get the Birth Year to import correctly. Otherwise copy the year to Estimated Birth Year.
  • David to import CSV into Production crm server. Make sure Classification is set to "non member"

Groups

  • Person properties. DLM copied WwCC, Police check, First aid.
  • Group properties. DLM working on it.

IGOR

  • David to test Igor scripts, exports, etc. using ChurchCRM
  • Simple command works.

Families

Photos

  • Michele Stringer photo was removed - recommend asking for a new one

Notes

Property Types

Volunteers

COMPLETED

  • Update Drop down menu items, i.e. Pastoral contact, Support group, Visitor, Info delivery, Family role from spreadsheet from DLM. - Done WG

  • Person properties, especially WWCC. See WorkingWithChildrenCheckGroup - Done DLM

  • Photo approved got missed above. - Done MW

  • Need to find and remove (or merge) duplicate People - Done MW
  • Need to find and remove (or merge) duplicate Families - Done MW

  • Birth year got lost - Done AW

  • Add members from Martin's csv - Done MW

  • Update Planned giving from spreadsheet of planned giving. - Done

  • Martin to upload all photos from Wiki - Done AW
  • Martin to update "Photo on wiki approved field in People" - Done AW

ManualEntryCRM (last edited 2025-06-24 09:50:48 by DavidMorgan)